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What is Core CRM Pro?
Utilizing the strengths of FileMaker's Workplace Innovation Platform, we created Core CRM Pro to manage essential aspects of your business activities. This innovative solution allows for seamless integration with QuickBooks, eliminating the hassle of duplicating the entry of contacts, vendors, and invoices while simplifying your workflows. The versatile CRM provides the convenience of accessing your FileMaker data from an iPad or a web browser, enabling you to easily update contacts, create notes, and issue invoices with great efficiency. By adopting Core CRM Pro, you’re not merely overseeing your data; you are also significantly boosting productivity and driving improvements in your overall business performance. Embrace this powerful tool to transform how you operate and achieve your business goals.
What is ContactBase?
Create strategic relationship maps to enhance your understanding of the political environment influencing your transactions, identifying both allies and opposition to determine the best allocation of your efforts. It’s crucial to document insights and analyze the influence patterns among key stakeholders. To facilitate this, merge and organize your contacts across personal and professional platforms to build a thorough address book, categorizing entries by organization while allowing for searches by job title. Be diligent in identifying and removing duplicate contacts, and make sure to capture important information and observations as they occur. Visualize your contacts within their respective organizational structures, highlighting their hierarchical reporting lines and distinct departments. Sharing these organizational charts with colleagues should be effortless and quick. Regularly check for inconsistencies in your address book data, updating job titles and company names to improve your Contact Identification Score. Your address book should be synchronized across all devices for seamless access. Strategically label key contacts, including decision-makers, budget authorities, executive sponsors, and advocates, to enhance your networking strategy. By implementing these measures, you can significantly enhance the effectiveness of your business relationships, thereby boosting your success in negotiations, and fostering a more collaborative and informed approach to your dealings.
Integrations Supported
API Availability
API Availability
Pricing Information
Pricing not provided
Pricing Information
Pricing not provided
Free Version
Supported Platforms
Windows
Mac
Supported Platforms
iPhone
iPad
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Not specified
Training Options
Documentation Hub
Company Facts
Organization Name
Productive Computing
Date Founded
1996
Company Location
United States
Company Website
www.productivecomputing.com/products/core-crm-pro-filemaker-crm/
Company Facts
Organization Name
ContactBase
Date Founded
2018
Company Location
United Kingdom
Company Website
www.contactbase.net
Categories and Features
CRM
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Categories and Features
Contact Management
Contact Import/Export
Prospecting Tools
Segmentation